SIGN UPLOG IN
X (Twitter)LinkedInGitHubDiscordYouTube

How to integrate Money Forward MCP with Hermes

Connect Hermes to Money Forward MCP. List money forward accounting offices, review money forward journal entries this month, and more using natural language, with authentication handled for you.

Get started for freeGet a demo
Money Forward logoMoney Forward
Oauth2

Money Forward is a business accounting service for managing financial data, journals, offices, and trade partners. It gives businesses a centralized view of accounting records and financial reports.

23 Tools

Introduction

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.

This guide explains the easiest and most robust way to connect your Money Forward account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

Also integrate Money Forward with

ChatGPTClaude CoworkAtomic Agent

What is Composio Connect?

Composio Connect is a consumer offering that lets anyone plug 1,700+ applications directly into their agent harness — including Hermes. It can:

  • Search and load tools from relevant toolkits on-demand, reducing context usage.
  • Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
  • Manage app authentication end-to-end with zero manual overhead.

Integrating Money Forward with Hermes

Using Composio Connect CLI

1. Install the Composio CLI

Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

bash
curl -fsSL https://composio.dev/install | bash
Hermes authenticating with Composio

2. Authenticate

Once the CLI is installed, ask Hermes to authenticate with Composio.

3. Connect to Money Forward

Ask your agent to connect to Money Forward, or simply request any Money Forward-related task. Hermes will prompt you to authenticate and authorize access.

4. Done. You're all set with a new Money Forward connection.

Using Composio Connect MCP

1. Get your MCP URL and API Key

Go to dashboard.composio.dev and copy your Connect MCP URL and API key.

Copy MCP URL and API key from Composio dashboard

2. Open the Hermes config file

bash
nano ~/.hermes/config.yaml

3. Add the Composio Connect MCP server

bash
mcp_servers:
  composio:
    url: "https://connect.composio.dev/mcp"
    headers:
      x-consumer-api-key: "YOUR_COMPOSIO_API_KEY"
    connect_timeout: 60
    timeout: 180

Save with Ctrl + O, Enter, then exit with Ctrl + X.

4. Restart your Hermes agent

Once restarted, ask your agent to connect to Money Forward or request any Money Forward-related task. It will prompt you to authenticate and authorize access.

5. Done!

What is the Money Forward MCP server, and what's possible with it?

The Money Forward MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Money Forward account. It provides structured and secure access to your tenant details, accounting offices, journals, transactions, master data, vouchers, and financial reports, so your agent can review accounting information, create and update records, manage trade partners and vouchers, and generate financial reports on your behalf.

  • Accounting office and setup details: Have your agent identify your Money Forward tenant, list accessible accounting offices, review accounting periods, and check connected financial accounts.
  • Journal and transaction management: Let the agent list, create, update, journalize, and delete accounting journals, while also creating and reviewing manual transactions.
  • Accounting master data: Direct your agent to find accounts, sub-accounts, departments, tax categories, trade partners, and accounting-year settings for accurate record keeping.
  • Vouchers and trade partners: Instruct your agent to create voucher files, attach them to journals, detach them when needed, and create or list trade partners.
  • Financial reporting: Have your agent retrieve trial balances and monthly account balance trends for balance-sheet or profit-and-loss review.

Way Forward

With Money Forward connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.

From here, you can extend Hermes further:

  • Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
  • Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
  • Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.

If you run into trouble or want to share what you've built, join the community or check out the Docs for deeper configuration options.

TOOLS

Supported Tools

Every Money Forward action and event your agent gets out of the box.

Create Journal

Create and persist an accounting journal with one to 300 debit and credit lines.

Create Trade Partners

Create and persist one or more Cloud Accounting trade-partner master records in one batch.

Create Transactions

Create and persist a batch of one to 1,000 manual transactions under one Money Forward connected service.

Create Vouchers

Persist one to five base64-encoded voucher files in Money Forward Cloud Accounting and optionally attach them to a journal.

Delete Journal

Permanently delete one Money Forward Cloud Accounting journal by ID.

Detach Voucher From Journal

Remove the association between one Money Forward voucher and one journal.

Get Account Balance Trends

Return monthly balance-sheet or profit-and-loss trends for a fiscal period; the report excludes unrealized journals and aggregates all departments.

Get Journal

Return one accounting journal by its journal ID, including debit and credit branches and attached voucher IDs.

Get Accounting Office

Return the connected Cloud Accounting office and its accounting periods; fails if the tenant is not registered for Cloud Accounting.

Get Tenant

Return the code and name of the Money Forward business tenant authorized by the connected account.

Get Trial Balance

Return a balance-sheet or profit-and-loss trial balance for a fiscal period; the report excludes unrealized journals and aggregates all departments.

Journalize Transaction

Create and persist a journal from one Money Forward transaction using the supplied account classification.

List Accessible Accounting Offices

List every Cloud Accounting office available to the current authorization; offices that cannot use Cloud Accounting are excluded.

List Accounts

List Cloud Accounting chart-of-account entries and their IDs for use in journals and reports.

List Connected Accounts

List external financial services connected to the current Cloud Accounting office, including manual status and linked account and sub-account IDs.

List Departments

List Cloud Accounting departments and their IDs for interpreting or constructing journal lines.

List Journals

Return one page of accounting journals for a transaction-date period, requiring at least a start or end date.

List Sub-Accounts

List Cloud Accounting sub-accounts, optionally limited to one parent account, and return their IDs and tax mappings.

List Tax Categories

List Cloud Accounting tax categories, rates, availability, and IDs used on journal lines.

List Term Settings

Return all accounting-year settings for the connected Cloud Accounting office, ordered by descending start date.

List Trade Partners

List Cloud Accounting trade partners and their codes, registration numbers, and availability for use on journal lines.

List Transactions

Return one page of collected transaction details for an inclusive date range no more than 366 days apart, with connected-account, amount, text, journalization-status, and ordering filters.

Update Journal

Replace an existing accounting journal's writable fields.

FRAMEWORKS

How to build Money Forward MCP Agent with another framework

ChatGPT logo

ChatGPT

Use Money Forward MCP with ChatGPT

Claude Cowork logo

Claude Cowork

Use Money Forward MCP with Claude Cowork

Atomic Agent logo

Atomic Agent

Use Money Forward MCP with Atomic Agent

FAQ

Frequently asked questions

With a standalone Money Forward MCP server, the agents and LLMs can only access a fixed set of Money Forward tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Money Forward and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Hermes fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Money Forward tools.

Yes, absolutely. You can configure which Money Forward scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Money Forward data and credentials are handled as safely as possible.

Start with Money Forward.It takes 30 seconds.

Managed auth, hosted MCP servers, and every Money Forward tool your agent needs.Free to start.

Start building